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ADVISOR LOGISTICS, LLC

BOERNE, TX · CRD 292784 · IAPD ↗ · advisorlogistics.com · 210-346-8321

$6.29BRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
April 2026 — ADVISOR LOGISTICS, LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — ADVISOR LOGISTICS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — ADVISOR LOGISTICS, LLC reported RAUM up 27% ($4.94B -> $6.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — ADVISOR LOGISTICS, LLC reported RAUM up 54% ($3.21B -> $4.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — ADVISOR LOGISTICS, LLC reported RAUM up 78% ($1.80B -> $3.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.